Wealth Manager
1 month ago
The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy. This is done by regular update in industry knowledge, working with the team of WMs and coordinating administration of client book with the WMA.
Experience required
Proven and relevant experience of giving advice and holistic financial planning to high net worth clients
Educational required
Relevant degree from a reputable institution.
Professional registration (if applicable) CFP
Computer Literacy MS Word, Excel &; PowerPoint, XPlan or other industry related packages
Personal profile and competencies
Tenacity, sales ability, Interpersonal skills, Initiative, organisational ability, professional presentation skills, flexibility, commitment, attention to detail, accuracy, people management, empathy, emotional intelligence
Summary of Key Result Areas
New Business, Servicing and client satisfaction, Xplan and fintech, Teamwork, Compliance and contribution to company culture.
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CapeTown, South Africa The Recruitment Council Full timeAside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...
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